Rodney Wade is a CFP® professional with 33 years of industry experience. He has been with Modern Wealth Management, LLC since 2025 and previously operated Wade Financial Advisory, Inc. for 27 years, where he also provided tax preparation services for individuals and businesses. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a mix of strategic allocation methods.

Jennifer Riva Kirk is a financial advisor with The Wealth Consulting Group in San Jose, CA, holding a Series 66 credential and over 20 years of industry experience. Her career includes roles at LPL Financial LLC and Redwitz Wealth Management Group, where she has been involved since 1996. She serves on the board of the nonprofit Caritas Corporation. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a blend of active and passive investment strategies, fundamental and quantitative analysis, and provides advisory services through multiple custodial platforms.

Justin Kennedy is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. He has two years of industry experience and concurrently serves as owner and attorney at Litherland, Kennedy & Associates, APC, an estate planning and elder care law firm. Kennedy is also involved with the Alzheimer's Association Walk to End Alzheimer's as a member of the Silicon Valley Executive Leadership Team. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of investment strategies and leveraging third-party platforms to tailor portfolios and manage assets.

Craig Martin is a financial advisor at FourStar Wealth Advisors, LLC with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining FourStar in 2022, he has been associated with Family Wealth Consultants, Inc. since 1999, where he serves as owner and portfolio manager. FourStar Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to tailor investment portfolios across various securities and independent managers, providing financial planning, investment management, and retirement consulting services.

Ethan Donahue is a financial advisor at Integrity Advisory Solutions with a Series 66 credential and two years of industry experience. He previously worked at Edward Jones and holds an investment advisor role serving clients of an estate attorney office, Litherland, Kennedy & Associates, where he applies investment advice and asset allocation to client financial needs. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of independent advisors, offering portfolio management, financial planning, retirement consulting, and sub-advisory services. The firm employs a range of investment approaches and integrates retirement-plan advisory capabilities with affiliated program sponsorship.

Raymond Ortiz is a financial advisor with MissionSquare Retirement in San Jose, CA, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has worked at ICMA Retirement Corporation since 2012. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and offered through a multi-team advisory structure supporting more than 40,000 participants.

Curtis Davis is a financial advisor at PFG Advisors with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Securities America, and United Planners. Davis is also the president and founder of Davis Financial Management Inc., a marketing entity associated with his advisory practice. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm delivers its investment approach through a network of advisors who utilize firm-developed models and third-party managers, emphasizing top-down macro allocation and routine portfolio monitoring.

Joseph Ellis is a CFP® with 16 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He also has over a decade of involvement with DFPG Investments, LLC. Outside of his advisory roles, Ellis is engaged in tax preparation and representation as an enrolled agent, provides notary services, and is involved in public speaking on injury and medical topics, including authoring a book on running injuries. He also serves as a fractional CFO for a stem cell dermatological startup. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of platforms and instruments such as ETFs, mutual funds, alternatives, and options-based strategies.

Michael Jordan is a financial advisor at Capital Analysts with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Legend Equities Corporation for 22 years before joining Lincoln Investment in 2017. Outside of advising, he serves as an executor for estate settlements. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

Hsien Lin is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, UBS Financial Services Inc., and Western International Securities, Inc. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created models and third-party managers to construct and manage client portfolios.

Joseph Langlois III is a CFP® professional with 24 years of industry experience. He is currently with Diversify Advisory Services, LLC and has worked at DFPG Investments, Inc. since 2015. Outside of advisory work, he serves as an insurance broker and holds leadership roles in several professional service and investment-related LLCs. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a variety of investment models and strategies across multiple platforms.

Nicolas Tabellion is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013. Prior to his current role, he spent ten years at Strategic Wealth Advisors Group, LLC and currently provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors and institutions, supported by an in-house research team that develops model portfolios and a broad platform accommodating various investment strategies and client needs.

Kazuyo Deguchi is a financial advisor at Kovack Advisors, Inc. with 25 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior experience includes roles at Western International Securities, LPL Financial, and Ameriprise. Deguchi also operates a DBA called One Hundred Eight Faces, which involves fixed insurance and financial advisory services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental clients, employing a risk-tolerance based, model-driven investment approach using both internal models and third-party managers.

Daniel Diaz is a Series 66-credentialed financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He has worked at Arete Wealth since 2019 and previously held positions at Lincoln Financial Advisors, The Ayco Company, L.P./Mercer Allied, and JP Morgan Chase. Outside of his advisory role, Diaz volunteers in various unpaid capacities, including advisory and mentoring roles at Creighton University’s Heider College of Business, Evergreen Community College, and local community organizations in Fremont, CA. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and employs a combination of advisor-driven allocations and proprietary model strategies, integrating affiliated financial businesses and third-party managers in its approach.

Lan Tran is a financial advisor at The Wealth Consulting Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 1998. Tran has been with The Wealth Consulting Group since 2016. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through referrals and ownership structures.

Richard Hillsbery is a CFP® and PFS™ with 20 years of industry experience. He is affiliated with ValMark Advisers, Inc. and has worked there since 2012. Prior to and alongside this role, he has been involved with SD Mayer & Associates, LLP, and Valmark Securities, Inc. Hillsbery is also co-owner of Hillsbery Financial and Tax, a bookkeeping and tax accounting business. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of around 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a focus on multi-asset allocation and ongoing portfolio monitoring.

Terrence Asuncion is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has held roles at Fusion Capital Management and Solaria, where he serves as a Senior Planning Manager. Outside of advisory work, he also maintains a position as an insurance agent with VG Capital Financial Services. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with both fundamental and technical analysis to implement tailored investment strategies across a wide range of asset types.

Masashi Yamamoto is a financial advisor at PFG Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including United Planners, OSAIC, and New York Life Insurance Company. Outside of his advisory roles, he has experience working at Amazon since 2019. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Brian Horiuchi is a financial advisor with PFG Advisors in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes long-term roles at Commonwealth Central Credit Union and Cuso Financial Services, as well as current positions with United Planners and PFG Advisors. Outside of his advisory work, he serves as trustee for the Ben and Marge Horiuchi Family Trust. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs, and offers access to third-party money managers and platforms.

Mark Ishibashi is a financial advisor at The Wealth Consulting Group with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Advisors Group, LLC and LPL Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that incorporates fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles, and integrates legal-service pathways to support comprehensive client needs.